Campaign Sequence Tags

Tags applied at the beginning of a sequence usually define a specific lead magnet (e.g. Video Tips Series), a segment (e.g. Home Buyer), and/or a relationship stage (e.g. prospect.)

Tags applied in the middle of a sequence usually define a period of time that has elapsed or a milestone. These can help you gauge how long people stay in a sequence before responding to a call to action.

Tags applied at the end of a sequence can be used to add a contact to a broadcast list (e.g. monthly newsletter) after a period of inactivity or after they've completed a higher priority sequence (e.g. a customer welcome sequence.)

Click and drag an Apply/Remove Tag object onto the campaign canvas and double-click it to configure.

Choose a tag option (apply or remove) and then enter the tag name into the search box to find a list of possible matches.

Click on the tag name to select it or start typing to create a new tag and click the Create button to create it. You can repeat this process to add multiple tags.